EWM
PCP

Evermay Wealth Management’s PRECISION CASTPARTS CORP PCP Stock Holding History

Evermay Wealth Management’s Portfolio PCP Stock Details PCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,080
Closed -$251K – 80
2015
Q4 		$251K Hold
1,080
– – 0.15% 60
2015
Q3 		$248K Hold
1,080
– – 0.15% 70
2015
Q2 		$216K Sell
1,080
-82
-7% -$17.2K 0.13% 77
2015
Q1 		$244K Sell
1,162
-125
-10% -$26.5K 0.14% 73
2014
Q4 		$310K Sell
1,287
-165
-11% -$38.1K 0.2% 64
2014
Q3 		$344K Hold
1,452
– – 0.3% 57
2014
Q2 		$366K Sell
1,452
-60
-4% -$15.3K 0.32% 53
2014
Q1 		$382K Hold
1,512
– – 0.41% 35
2013
Q4 		$407K Buy
+1,512
New +$380K 0.57% 26

Other funds holding PCP

SAMT
Select Asset Management & Trust Mechanicsburg, Pennsylvania $320M AUM 18.83% 1-Year Est. Return
MAM
Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

Evermay Wealth Management's PCP Position: Q1 2016 in Review

Evermay Wealth Management sold out of PRECISION CASTPARTS CORP (PCP) in Q1 2016, closing a stake of 1,080 shares — an estimated $251K sold.

Evermay Wealth Management first reported a position in PCP in Q4 2013 and held it in 9 quarters. The position peaked at $407K in Q4 2013. 5 funds tracked by Wall St. Rank hold PCP as of Q1 2016.

  • Evermay Wealth Management reported no remaining PRECISION CASTPARTS CORP position as of Q1 2016 after selling out during the quarter.
  • Evermay Wealth Management sold 1,080 PRECISION CASTPARTS CORP shares in Q1 2016, an estimated $251K.
  • Evermay Wealth Management first reported a position in PRECISION CASTPARTS CORP in Q4 2013 and held it in 9 quarters.
  • Evermay Wealth Management's PRECISION CASTPARTS CORP position peaked at $407K in Q4 2013.
  • 5 funds tracked by Wall St. Rank held PRECISION CASTPARTS CORP as of Q1 2016.

Based on Evermay Wealth Management's 13F filing for Q1 2016, filed 9 May 2016.